Integrated Operations, Finance, Sales & Marketing Plan
Timeframe
First 10 Working Days
Deep Dive
Integrated Plan
Next 15 Working Days
Deep Dive
Integrated Plan
Deliverables
Onsite Assessment
• Discuss Business Owner Personal and Professional Goals
• Discuss Company Background and Intentions
• Review Key Documents:
Business Plan
Operations Plan
Finance Plan
 Finance Processes and Internal controls
 Budgeting and Forecasting
 Reporting
Sales Plan
Marketing Plan
• Review Sales Collateral Materials
• Review Sales Activities and Results
• Review Marketing Materials
• Review Marketing Activities and Results
• Tour Facilities and Review Operations
• Interview Key Personnel
• Write and Present Report on Key Findings and Areas of Opportunity
In-depth Analysis
 Situation Analysis
 Review of Key Areas Uncovered in the Assessment
Operations Forecasting, Design, Manufacturing, Assembly, Testing,
Inventory, Warehousing, Delivery, After Sales Service
Finance Process, Cost Control, Management, Treasury, Purchasing,
Reports, Records
Sales Analysis by Product, Customer & Opportunity, Profit and
Margin Review by Product and Client
Marketing Situation Analysis, Product/Service Review, Target
Definition, Competitive Analysis
 Case Studies - Negative and Positive
 Strengths and Weaknesses
 Opportunities and Risks
 Interim Presentation and Discussion
We FIX PROBLEMS, GROW SALES, INCREASE VALUE and SELL BUSINESSES
Warren Business Development Center Inc.
1
www.warrenbdc.com
Timeframe
Middle 15 Working Days
Deep Dive
Integrated Plan
Last 10 Working Days
Deep Dive
Integrated Plan
Deliverables
Develop Recommendations
 Areas to Focus on that Increase Value and Drive Growth
 Recommendations for Required Changes
Operations Process Optimization
Finance
Infrastructure, Process, Reporting
Sales
Infrastructure, Planning, Training, Managing
Marketing Customer Definition, Brand and Product Offering,
Brand Positioning
 Strategies for Growth: Company, Product/Service, Market, Sales,
Communications
 Interim Presentation and Discussion
Develop The Action Plan
• Action Plans for Operations, Financial Processes, Tactical Sales and
Marketing Activities
• Creative Direction for Sales Collateral, Website and Digital
Communication, Direct Marketing and Promotion, Social Media,
Advertising, Media Relations, Trade Shows and Sponsorship
• Blocking Chart Calendar for Responsibility, Budgets, and Timing
• Final Presentation
Next Step Proceed with Plan Implementation.
We FIX PROBLEMS, GROW SALES, INCREASE VALUE and SELL BUSINESSES
Warren Business Development Center Inc.
2
www.warrenbdc.com